Investment Portfolio Associate- Locust Valley, NY Raymond James Financial IncInvestment Portfolio Associate- Locust Valley, NYNYs66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA). Provides professional support to Financial Advisors by preparing industry and company research by collecting, organizing data, writing investment-related research reports, and creating/ maintaining financial models.
Vice President, Infrastructure Opportunities Ares OperationsVice President, Infrastructure OpportunitiesNew York, New YorkAres offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more. Target sectors include renewable energy, energy storage, natural gas midstream, transportation, resource efficiency, low carbon molecules, infrastructure services, and digital infrastructure.
Premier Banker- 31st & Park The Toronto-Dominion BankPremier Banker- 31st & ParkNew York, NY$27.75–$41.50 / hourProactively engages in client outreach (via phone, email, appointments, and other means) and regularly meets with clients to conduct needs-based conversations, review and analyze financial information, suggest appropriate solutions and/or service options, and coordinate introductions/interactions with appropriate partners. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Premier Banker- Chinatown The Toronto-Dominion BankPremier Banker- ChinatownNew York, NY$27.75–$41.50 / hourProactively engages in client outreach (via phone, email, appointments, and other means) and regularly meets with clients to conduct needs-based conversations, review and analyze financial information, suggest appropriate solutions and/or service options, and coordinate introductions/interactions with appropriate partners. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Global Infrastructure - Complex Credits Group, Associate Director Fitch Ratings IncGlobal Infrastructure - Complex Credits Group, Associate DirectorNew York, NY$115,000–$140,000 / yearWhat You Need to Have: Bachelors degree at minimum, advanced degree a plus; 7+ years relevant experience in a capital markets and/or credit analysis role; A healthy sense of intellectual curiosity and a life-long learning mindset; A demonstrated willingness and ability to attack and explain topics of analytical complexity; Strong analytical, quantitative, and organizational skills; Excellent written and verbal communication skills; Excellent modelling skills and thorough familiarity with spreadsheet-based financial models. Maintain a strong external network and profile that continues to build Fitchs reputation for analytical excellence by representing Fitch in a compelling and persuasive manner at industry conferences, webinars, issuer meetings/site visits and through media communication.
Financial Solutions Advisor - Brooklyn North Market Bank of America CorpFinancial Solutions Advisor - Brooklyn North MarketBrooklyn, NY$70,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Associate Vice President, Fund Accounting Ares OperationsAssociate Vice President, Fund AccountingNew York, New YorkAres offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.
Managing Director, Venture & Growth Stage Lending StifelManaging Director, Venture & Growth Stage LendingNew York, New YorkFull timeStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. This role involves sourcing new opportunities (both debt and banking/deposit only), structuring debt solutions, managing a portfolio of clients, and leading/managing a team of professionals to drive growth and innovation in the technology and life sciences sectors.
Sales Support Associate - Private Wealth Landmark PropertiesSales Support Associate - Private WealthNew York, New YorkThe Sales Support Associate - Private Wealth is a vital member of Landmark Properties Private Wealth team, responsible for enhancing operational efficiency and enabling our sales team to focus on capital-raising from RIAs and family offices for private real estate investments, LP funds, and Opportunity Zone fund. Support the sales team with administrative and operational tasks including completing Due Diligence Questionnaires (DDQs), coordinating meeting materials, managing follow-up tracking, assisting with fundraising event planning, and handling investor account inquiries to keep the sales team focused on selling.
NewClient Service Associate - Hackensack, NJ Raymond James Financial IncClient Service Associate - Hackensack, NJHackensack, NJ$65,000–$80,000 / yearThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.
Premier Banker- Staten Island/Richmond The Toronto-Dominion BankPremier Banker- Staten Island/RichmondStaten Island, NY$27.75–$41.50 / hourProactively engages in client outreach (via phone, email, appointments, and other means) and regularly meets with clients to conduct needs-based conversations, review and analyze financial information, suggest appropriate solutions and/or service options, and coordinate introductions/interactions with appropriate partners. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Business Service Officer Morgan StanleyBusiness Service OfficerNew York, New York$120,000–$170,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Business Service Officer (BSO) will report directly to the Market Business Service Officer (MBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches.
IIS Market Solutions Associate/Avp Morgan StanleyIIS Market Solutions Associate/AvpPurchase, NY$70,000–$115,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Role Responsibilities: Build trust and credibility with Financial Advisors by demonstrating strong knowledge of Morgan Stanley solutions, ongoing servicing needs, and applicable regulatory topics; stay current on policy and regulatory updates.
Private Client Advisor III Bank of America CorpPrivate Client Advisor IIINew York, NY$100,000–$275,000 / yearKey responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Associate Wealth Management Relationship Manager II Provident Financial ServicesAssociate Wealth Management Relationship Manager IIMorristown, NJ$61,600–$88,000 / yearResponsibilities will include data input into the financial planning software, preparation of planning analysis on subjects such as retirement planning, estate planning, cash flow, education funding, etc., client on-boarding and service requests, client meeting preparation and follow-up, and maintenance of related items in the firm's CRM system. This includes: The hands-on development of sophisticated financial plans including net worth, cash flows, income tax projections, estate flows, retirement and education analysis, etc.
Remote Senior Frontend Engineer ESRhealthcare and EXEC STAFF RECRUITERSRemote Senior Frontend EngineerNew York CityRemoteOur CRM makes it incredibly easy for everyone from solo financial advisors to enterprise firms to manage their current book of business, and increase their sales. Our software integrates with leading FinTech brands and general tools like Google and Outlook.
Asset & Wealth Management, Fundamental Equity - Client Portfolio Management, Vice President - New York The Goldman Sachs Group IncAsset & Wealth Management, Fundamental Equity - Client Portfolio Management, Vice President - New YorkNew York, NY$125,000–$290,000 / yearOur team of client portfolio managers work closely with portfolios managers, salespeople, and a wide range of clients to understand client needs and design investment solutions, provide industry and strategy education and subject matter expertise, drive product strategy and capital raising, develop thought leadership and marketing materials, and establish and execute on business strategy. Develop solid working relationships with Asset Management investment teams, working closely with portfolio managers, researchers and investment specialists to gain investment insight to be used in our marketing collateral.
Data Analyst - Investment products (CONTRACT) REMOTE Broadridge Financial Solutions IncData Analyst - Investment products (CONTRACT) REMOTENew York, NYRemote$50–$70 / hourWe believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company-and ultimately a community-that recognizes and celebrates everyone's unique perspective. Experience with Google Cloud Platform services, Big Query, Looker (Data Studio), SQL scripting, Google Analytics (GA4), Excel, PowerPoint.
NewSenior Trust Officer Midland States BankSenior Trust OfficerTarrytown, NY$106,250–$177,050 / yearThe Senior Trust Officer is responsible to develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other interested parties for an assigned book of business and is expected to build a network of centers of influence. Works with outside legal counsel and other professionals to help establish legal and regulatory compliance in the administration of personal trusts, investment agency, IRA and guardianship accounts.
Senior Investment Strategist ViseSenior Investment StrategistNew York, NY$175,000–$210,000 / yearReporting directly to the Co-CIO and working closely with our investment and product teams, you’ll lead research initiatives, design innovative portfolio strategies, and translate complex investment ideas into scalable, technology-driven solutions. Vise is the outsourced sub-advisor, doing trading, rebalancing, and managing client portfolios fully automated on the advisor's behalf; Vise charges an AUM fee for its services.